Talley, LLP, is a full service tax, legal, accounting, and auditing firm located in Orange, CA. We work specifically with high net worth clients and their closely held entities, professional athletes, as well as distribution, wholesale and the healthcare industry. One of the added value services we provide our clients is to address the legal processes associated with tax planning needs. This is done through Talley Law Group, an affiliation of Talley, LLP. Talley Law Group focuses on entity formation, management and dissolution, complex income tax planning, tax representation, estate council, and Mergers & Acquisitions.
We are seeking a detail-oriented administrative professional to work in our Tax department. The position will primarily report the tax and legal partners who specialize in representing closely-held businesses and providing transactional business, real estate and tax services. The position also involves assisting the estate planning attorneys with fast-paced administrative, document intensive projects, and a heavy workload in the areas of business planning, corporate governance, succession planning, mergers & acquisitions and real estate.
Responsibilities and duties include:
Gathering tax documents from clients
Preparing engagement letters
Maintaining client files
Sorting, scanning, clearing diagnostics, e-filing, and assemblies
Management of client relationships
Strong follow-up and follow-through skills
Minimum 3 years legal and/or tax experience with knowledge of source documents
Excellent organization, time management, proofreading, and word processing skills are essential.
Qualified applicants should have exceptional organizational and computer/word processing skills, including redlining, the ability to multitask with ease and manage several projects at one time. Applicants must be detail oriented, team players, highly dependable, and have excellent grammar, spelling, proofreading, oral, administrative and interpersonal skills. A minimum of three years experience working under the supervision of an attorney or CPA plus a four year college degree is preferred. Experience with CCH ProSystems Suite is a plus.